Reinventing Wealth Management
The Way It Should Be
The traditional model is broken. Big firms are fraught with conflict of interest as proprietary products and hidden fees often find their way into your portfolio. As a fee-only advisory firm that embraces the fiduciary standard, we are ethically and legally required to operate solely in your best interest. We use portfolio design, construction, and management to tailor solutions to meet your needs.
What value are you getting for the fees you're paying?
Our high touch, transparent, low fee approach is easy to understand and keeps more money where it belongs, in your pocket.
Organization & Prioritization
We will illustrate how the many aspects of your financial life work together and then work to optimize each piece of the entire system.
Clarity & Focus
We will facilitate a Discovery process that helps articulate goals in terms of what makes life meaningful to you. We’ll go beyond the basics to ensure your resources are supporting your values.
Streamlined & Strategic
We will assist you in implementation and recommendations across account types and will leverage allocation and location strategies for optimal flexibility and tax efficiency.
We will partner with you in person and through technology to securely share information, illustrate strategies and plan scenarios in the most efficient way.
We will guide you through financial decision making from simple to complex so you can confidently achieve your goals.
Sage Wealth Planning different?
We go beyond the traditional investment management model to help our clients feel confident about their full financial ecosystem. We'll happily manage your investments, but sometimes that's not the best solution. Our financial advice approach ensures that personalized advice is available on an "as needed" basis and doesn't require you to move your accounts.
- Investment Management: asset-based arrangements ranging from 0.55 - 0.75%
- Advice & Strategy: Ongoing planning ranging from $200 to $1000/mo.
- Project Planning: Individual projects typically starting from $2500.